See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,959 | $54,762+31.4% | $90,281-20.3% | $72,985-1.4% |
| Participation rate | 74.2% | 65.1%+9.0pp | 73.3%+0.9pp | 69.5%+4.7pp |
| Annual return | 15.94% | 30.63%-14.7pp | 78.10%-62.2pp | 81.00%-65.1pp |
| Employer contribution / active EE | $259 | $2,092-87.6% | $2,854-90.9% | $2,440-89.4% |
| Participant deferral / active EE | $3,360 | $2,887+16.4% | $3,885-13.5% | $3,607-6.9% |
| Admin fee / account holder | $5,811 | $3,972+46.3% | $5,351+8.6% | $5,124+13.4% |